Allie Family Office’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Allie Family Office's XLU Position: Q1 2026 in Review
Allie Family Office increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q1 2026, buying an estimated $43.5K and bringing the position to 22,610 shares worth $1.04M. The position accounts for 0.45% of the portfolio, ranked #36.
Allie Family Office first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.44M in Q1 2022. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.
- Allie Family Office held 22,610 shares of State Street Utilities Select Sector SPDR ETF worth $1.04M as of Q1 2026.
- Allie Family Office bought 970 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $43.5K.
- State Street Utilities Select Sector SPDR ETF made up 0.45% of Allie Family Office's portfolio in Q1 2026, its #36 holding.
- Allie Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
- Allie Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $2.44M in Q1 2022.
- 1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.
Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.